Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

 Read more

Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

 Read more

Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

 Read more

Our Latest News

Investment Commentary: Monthly Bulletin September 2019

October 1, 2019
Global Equity markets recovered much of their previous month’s losses through September, especially across developed markets. Read more

Could your business benefit from key person and shareholder protection?

September 25, 2019
Could your business survive without you or another key member of the team? Read more

Pensions and divorce: 3 options to consider

September 25, 2019
Pensions are increasingly becoming a topic of discussion during divorce. They’re likely to be among the largest assets you have, so how do you go about splitting up a pension? Read more

Boolers Take Top Prize at National Awards Ceremony

September 24, 2019
We are delighted to announce that Boolers have won ‘Retirement Adviser of the Year’ at the annual Moneyfacts Awards. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

Click here

UPDATE

12 things to think about when you inherit money

Read more

Video Library
Your questions answered

View All

Useful Resources

Click Here

“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey